Will I get notified when a new business signs up or submits a deal to me, or when a client uploads a document?

Yes. When someone signs up through your unique link they connect to your account automatically and appear in your dashboard, and as clients work in their portal everything they do, including uploaded documents and answers, syncs into their business profile in real time. For client conversations, both you and the client receive in-app notifications and email alerts on new messages, so you don't have to keep checking manually. You can also open any business profile to see its AI summary, which surfaces active applications, what's missing, and recent activity at a glance. If you ever feel like you're missing alerts, check the email on your account first, then reach out to us.